Approve Customer Claims Using BPM Workflow

When a user submits a claim for approval, the application uses BPM workflow-based approvals business rules to process and route the approval to the designated approvers.

Note: You can use business rules in BPM workflow-based approvals to process and route the approval to the designated approvers if you have opted in to the Approve Customer Claims with BPM Workflow feature.

If you are a claim approver, you will receive a workflow notification to take action. You can request additional information and approve or reject claims. You can also easily reassign approvals. This process captures approval history, so you can view who has already approved and how many more approvers are yet to approve the claim.

The following graphic describes how you can approve a claim.

When a claims analyst submits the claim for approval, the claim moved into Approval Pending status. Depending on the rules defined for approvals, the application automatically notifies the claim approvers. Depending on the permissions you have, you can:

Action	Description
Approve	Click Approve to approve the claim.
Reject	Click Reject to reject the claim.
Request Information	Select Request Information from the Actions menu to ask the task creator or any of the previous approvers for more information.
Reassign	Select Reassign to reassign the task to another person.
Create Subtask	Select Create Subtask to create a child task to be completed as part of the original task.
Escalate	Select Escalate to escalate the task to the manager of the assignee.
Skip Current Assignment in Task	Select Skip Current Assignment in Task to reassign the task to the next approver.
Suspend	Select Suspend to put the task on hold until it's resumed. In the interim, the task isn't assigned to anyone.
Resume	Select Resume to revive a suspended task and continue working on it.
Withdraw	Select Withdraw to remove the task from the workflow. You can do this only if you created the task.
Save	Select Save to save the Comments and Attachments.